Job Description

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.



Who is DRIVEN?



At Driven, we are redefining the financial technology space with a mission to empower Canadian small businesses through innovative financial services. Our advanced software platform, real-time data connections, and data science models allow us to deliver tailored support to help entrepreneurs succeed when they need it most.

Responsibilities:

Process financing applications by performing due diligence; Verify and analyze credit data and bank statements to determine the degree of risk involved; Analyze other reports and documents (including tax forms, site visit reports, ownership registry confirmations, property ownership confirmations, and business lien records) to ensure the application packages are completed for each client; Collaborate with the Customer Success and the Sales teams to address missing documentation or information. Conduct deep investigation online and, using third-party tools available, validate background checks; Communicate with the Treasury department for guidance when necessary.

Qualifications:

Post-secondary degree in any related field is a must; Experience in a similar role is an asset. Excellent verbal and written communication skills; Experience working in fast-paced environments; Results-oriented and hungry for success; Bilingual (spoken and written) in French and English; Looking for a challenge at a rapidly growing company; Knowledge of Salesforce, MS Outlook, and Excel (pivot tables/ v-lookup) is considered an asset.

Driven is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply, and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureTeam@purpose-unlimited.com.



We thank all applicants for their interest; however, only those selected for interviews will be contacted.



Our work philosophy is a hybrid model allowing for flexibility and collaboration.